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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,373 | $101,795-93.7% | $165,100-96.1% | $80,959-92.1% |
| Participation rate | 64.3% | 71.8%-7.5pp | 78.6%-14.3pp | 67.7%-3.4pp |
| Annual return | 12.49% | 16.73%-4.2pp | 70.21%-57.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $997 | $2,954-66.2% | $4,348-77.1% | $2,757-63.8% |
| Participant deferral / active EE | $1,518 | $4,476-66.1% | $6,035-74.8% | $4,300-64.7% |
| Admin fee / account holder | $2,572 | $8,221-68.7% | $12,696-79.7% | $6,925-62.9% |